Independent Financial Advisors, Pensions, Investments, Savings, Life Assurance, Inheritance Tax

Our Calculators are for guidance only. No advice is being offered at this stage and a full financial review is normally required. You should not make any form of financial decision based on the results of this calculator.

Inheritance Tax Calculator
This calculator works out your Inheritance Tax (IHT) liability. It may also show you the importance of financial planning such as making a Will.
Assumptions Gifts made within the last seven years are not included in the calculations but may be liable to IHT on a sliding scale. Married or in a civil partnership Updated March 2009

Tell us what your estate is worth
Current value of your home and other properties	£
Cash (e.g. your bank, building society accounts)	£
Investments (.e.g. shares, funds, Premium Bonds)	£
Other assets* (e.g. cars, holiday home, boat)	£
Life insurance (e.g. your term assurance payout)	£

Are you married?	Yes
	No
Tell us what money you still owe
Mortgage	£
Loans/overdrafts	£
Credit cards	£
Other liabilities (e.g. bills, hire purchase, funeral expenses)	£

RESULT
Your total assets:	£
Your liabilities:	£
Your estate is worth:	£
Tax-free allowance:	£
Your net worth:	£
Your inheritance tax bill:	£

Inheritance Tax Calculator

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